EHRLICH FINANCIAL GROUP - Financial Advisor in California, Laguna Niguel

Tel: 949-342-8852 28202 Cabot Road Suite 425 Laguna Niguel, California 92677

About EHRLICH FINANCIAL GROUP

EHRLICH FINANCIAL GROUP is a Laguna Niguel, California based financial advisory firm with nearly $225,832,244 in assets under management and provides investment advisory services for 778 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

325595

Firm SEC#:

801-128007

Assets Under Management:

$225,832,244

No. of Clients:

778

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in California, Laguna Niguel

FirmCRD#:166606

SEC#:801-77596

No. of Advisors:25

No. of Clients:2441

AUM:$506,774,284

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